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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,253 | $197,637+66.1% | $177,848+84.6% | $158,982+106.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 9.62% | 58.77%-49.2pp | 48.33%-38.7pp | 302.99%-293.4pp |
| Employer contribution / active EE | $15,278 | $6,698+128.1% | $5,919+158.1% | $4,763+220.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $104 | $15,406-99.3% | $12,431-99.2% | $11,252-99.1% |